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CIK 0002093023 • 3 13F filings • May 12, 2026 – Oct 16, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $685K | 0.7% | 3,065 SH | New |
| ADVANCED MICRO DEVICES INC | COM | $467K | 0.4%Prev: 0.3% | 837 SH | Increased+230 SH |
| ALPHABET INC | CAP STK CL A | $721K | 0.7%Prev: 0.7% | 2,019 SH | Decreased+171 SH |
| ALPHABET INC | CAP STK CL C | $909K | 0.9%Prev: 0.8% | 2,560 SH | Increased+476 SH |
| AMAZON COM INC | COM | $1.0M | 1.0%Prev: 1.2% | 4,159 SH | Decreased-214 SH |
| AMGEN INC | COM | $363K | 0.3%Prev: 0.3% | 998 SH | Increased+4 SH |
| ANALOG DEVICES INC | COM | $344K | 0.3%Prev: 0.4% | 869 SH | Decreased+11 SH |
| APPLE INC | COM | $3.8M | 3.6%Prev: 3.6% | 12,023 SH | Increased-252 SH |
| APPLOVIN CORP | COM CL A | $214K | 0.2%Prev: 0.2% | 422 SH | Increased-5 SH |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | $2.8M | 2.7% | 53,481 SH | New |
| BROADCOM INC | COM | $878K | 0.8%Prev: 1.0% | 2,195 SH | Decreased-205 SH |
| CAPITAL ONE FINL CORP | COM | $212K | 0.2% | 1,054 SH | New |
| CINTAS CORP | COM | $409K | 0.4%Prev: 0.4% | 2,279 SH | Increased+13 SH |
| CORNING INC | COM | $321K | 0.3% | 1,679 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $383K | 0.4%Prev: 0.3% | 2,044 SH | Increased+1,536 SH |
| ELI LILLY & CO | COM | $529K | 0.5%Prev: 0.4% | 445 SH | Increased+17 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $6.4M | 6.1%Prev: 6.3% | 141,085 SH | Increased+2,837 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | $8.3M | 8.0%Prev: 8.1% | 181,174 SH | Increased+4,048 SH |
| GOLDMAN SACHS ETF TR | ULTR SHOR BD ETF | $2.7M | 2.6% | 54,271 SH | New |
| ISHARES INC | CORE MSCI EMKT | $354K | 0.3%Prev: 0.4% | 4,359 SH | Decreased |
| ISHARES TR | CORE MSCI EAFE | $359K | 0.3%Prev: 0.4% | 3,689 SH | Decreased |
| ISHARES TR | CORE S&P MCP ETF | $5.0M | 4.8%Prev: 4.8% | 66,156 SH | Increased+1,179 SH |
| ISHARES TR | CORE S&P SCP ETF | $4.8M | 4.6%Prev: 4.5% | 32,997 SH | Increased+530 SH |
| ISHARES TR | CORE S&P500 ETF | $22.0M | 21.1%Prev: 21.3% | 29,063 SH | Increased+244 SH |
| ISHARES TR | ESG AWR MSCI USA | $868K | 0.8%Prev: 0.8% | 5,239 SH | Increased-50 SH |
| ISHARES TR | MSCI USA MIN ETF | $641K | 0.6% | 6,554 SH | New |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $5.9M | 5.7%Prev: 5.9% | 128,769 SH | Decreased-733 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $463K | 0.4%Prev: 0.5% | 9,196 SH | Decreased-138 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $2.7M | 2.6%Prev: 2.8% | 53,264 SH | Decreased-3,135 SH |
| MASTERCARD INCORPORATED | CL A | $283K | 0.3%Prev: 0.3% | 538 SH | Increased-18 SH |
| META PLATFORMS INC | CL A | $578K | 0.6%Prev: 0.7% | 864 SH | Decreased-251 SH |
| MFS ACTIVE EXCHANGE TRADED F | CORE PLUS BD ETF | $5.8M | 5.5%Prev: 5.7% | 233,382 SH | Increased+4,679 SH |
| MFS ACTIVE EXCHANGE TRADED F | INTERNATINL ETF | $8.2M | 7.8%Prev: 7.9% | 249,803 SH | Increased+2,446 SH |
| MICRON TECHNOLOGY INC | COM | $620K | 0.6%Prev: 0.4% | 633 SH | Increased+44 SH |
| MICROSOFT CORP | COM | $2.3M | 2.2%Prev: 2.0% | 6,009 SH | Increased+1,120 SH |
| NVIDIA CORPORATION | COM | $2.9M | 2.8%Prev: 3.0% | 13,981 SH | Decreased+154 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $454K | 0.4%Prev: 0.5% | 8,674 SH | Decreased-123 SH |
| PIMCO ETF TR | MULTISECTOR BD | $5.5M | 5.3%Prev: 5.4% | 210,374 SH | Increased+5,736 SH |
| PIMCO ETF TR | SHTRM MUN BD ACT | $468K | 0.4%Prev: 0.5% | 9,293 SH | Decreased-126 SH |
| QUALCOMM INC | COM | $455K | 0.4%Prev: 0.5% | 2,403 SH | Decreased+31 SH |
| SANDISK CORP | COM | $261K | 0.2% | 136 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $270K | 0.3%Prev: 0.3% | 8,604 SH | Increased |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $264K | 0.3%Prev: 0.3% | 350 SH | Increased |
| TESLA INC | COM | $517K | 0.5%Prev: 0.5% | 1,267 SH | Decreased+15 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $233K | 0.2%Prev: 0.2% | 336 SH | Increased |
| WESCO INTL INC | COM | $202K | 0.2%Prev: 0.2% | 604 SH | Decreased |
| WESTERN DIGITAL CORP | COM | $400K | 0.4% | 686 SH | New |
| 13F-HR |
| 0001754960-26-000375 |
| $100.4M |
| View |